Data-driven decisions are essential in factoring—and SOFT4Factoring makes reporting powerful, flexible, and user-friendly. Whether you're analyzing agreements, tracking overdue invoices, or visualizing portfolio performance, the system has the tools to support you. Here’s an overview of the reporting capabilities available in SOFT4Factoring:

1. Reports Section – Ready-to-Use Templates

• Access multiple reports directly from the Reports section.

• One of the most valuable reports is "Amounts by Agreement", which displays:

  • Open, paid, and unpaid invoices

  • Paid advances and fees (commissions, interest)

  • Released and outstanding reserves

  • Debtor payments (outstanding and collected)

  • Overdue days and overdue amounts

Export to Excel:

• Reports can be exported to Excel, and with the built-in Microsoft Excel Add-In, your report data can be refreshed automatically in real time.

  
  

2. Custom Filtering and Saved Views

• Use dynamic filters across the platform to create tailored reports.

• Example: Filter all invoices overdue more than 90 days to assess aging risk.

Once filtered:

• Save your view for reuse

• Export to Excel or connect to other BI tools for deeper analysis

Filtering is available across all pages in SOFT4Factoring, empowering users to build their own reports without depending on the support team.

3. Additional Built-In Reports

• Amounts by Vendor and Product
  See the same detailed metrics as the main agreement report, but segmented by vendor and factoring product.

• Vendor and Debtor Statements
  Printable reports that show:

  • Credit limits

  • Invoice and reserve statuses

  • Fees and debtor details
    Ideal for sharing with partners or auditors.

    
    

4. Visual Reporting with Microsoft Power BI

For users who prefer visual dashboards, SOFT4Factoring integrates with Power BI, offering real-time charts and trends. These include:

• Factored Volume

• Portfolio Age

• Advance Rate

• Concentration Risk

Power BI dashboards are continuously improved based on client feedback.

5. Specialized Reports for Deeper Insight

• Debtor Factoring Volume Report

  • Number of factored invoices

  • Total volume

  • Earned fees and receivables

  • Trend charts for performance tracking

• Vendor Factoring Report

• Advance Rate Report

• Concentration Report

• Portfolio Age Report

  These specialized reports help you monitor financial health, concentration risks, and operational performance at a glance.

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In short, SOFT4Factoring puts powerful reporting at your fingertips.
From Excel exports to live dashboards, you have everything you need to stay informed, make decisions faster, and scale your factoring operations with confidence.